Summary
Overview
Work History
Education
Skills
Timeline
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Wendy Wallen

Powhatan,VA

Summary

I have 32 years of experience in banking, specifically in customer service support for commercial clients. During this time, I was awarded the Pinnacle Award in 2015, which was designated to recognize an elite group of Commercial Banking Sales and support team members.

In 2018, I was promoted to Assistant Vice President.

In July 2022, I became a health coach after completing my health journey on the Optavia health and fitness program. Grateful for my success, I wanted to help others achieve their fitness goals. July 2023, I attained Associate Director status after one year of coaching. I have enjoyed great success in coaching my family, friends, and others who have faced similar struggles. Coaching has become a rewarding and fulfilling part of my life, and I continue to coach on a part-time basis.

Overview

40
40
years of professional experience

Work History

Health and Fitness Coach

Optavia
07.2022 - Current
  • Conduct comprehensive assessments to evaluate clients' current fitness levels, body composition, and overall health
  • Introduce a nutrition plan tailored to clients' specific dietary requirements and preferences to optimize their overall well-being
  • Motivate and inspire clients by setting challenging yet attainable targets for weight loss and optimal health
  • Implement innovative strategies for client retention by offering incentives such as referral programs or loyalty rewards

Client Relationship Associate

Wells Fargo
09.1985 - 09.2020
  • Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
  • Resolved complex customer inquiries or complaints promptly and effectively while maintaining a high level of customer satisfaction
  • Conducted regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues
  • Collaborated with internal teams such as treasury management, and business banking to deliver integrated solutions for clients

Education

High School -

J.R. Tucker High School
Richmond, VA
06.1985

Skills

  • Extensive customer service experience
  • Tailored nutrition advice
  • Health and wellness coaching
  • Client support
  • Customer complaint management
  • Detailed call documentation
  • Experienced with MS Office applications
  • Effective inbound call handling
  • Teamwork and collaboration
  • Detail-oriented approach
  • Customer service excellence
  • Call center experience

Timeline

Health and Fitness Coach

Optavia
07.2022 - Current

Client Relationship Associate

Wells Fargo
09.1985 - 09.2020

High School -

J.R. Tucker High School

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Wendy Wallen